GemHarvest Executive Recruiting

Associate Financial Planner

GemHarvest Executive Recruiting 美国 新泽西州 Cherry Hill

保存

GemHarvest Executive Recruiting提供的薪酬范围

此薪酬范围由GemHarvest Executive Recruiting提供。您的实际薪酬根据您的技能和经验而定 — 跟招聘人员沟通,了解更多信息。

基本薪酬范围

US$80,000.00/年 - US$100,000.00/年

直接发消息给GemHarvest Executive Recruiting的职位发布者

Associate Financial Planner

Boutique RIA

Cherry Hill, NJ


Overview

Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks an Associate Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.


The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.


Highlights

  • Collaborate with and support Lead Advisors as part of an ensemble practice to provide financial planning for high net worth and ultra-high net worth individuals, including estate, tax, investment, and retirement planning
  • Nurture, manage, and maintain strong client relationships
  • Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
  • Excellent career growth trajectory within the firm, potential for Lead Advisor succession
  • Competitive compensation package including a significant base salary, bonus, and benefits


Requirements

  • Bachelor's Degree
  • 1-3+ years Financial Planning experience
  • Completed CFP designation or on track toward completion
  • Drive to continuously improve and grow in a collaborative team based environment
  • 职位级别

    助理
  • 职位性质

    全职
  • 职能类别

    金融、顾问和策划/规划
  • 所属行业

    金融服务和投资管理

找人内推,获得GemHarvest Executive Recruiting面试的机会可以提高 2 倍

找找认识的领英会员

美国 新泽西州 Cherry Hill有新的财务计划员职位时接收通知。

登录帐号,即可创建职位订阅

相似搜索

查看协作文章

我们将以全新的方式解锁社区知识。专家直接在借助人工智能撰写的文章中添加见解。

查看更多